|
1
|
|
$130M
|
+$5.69M
|
+61,066
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$65.2M
|
-$1.26M
|
-13,573
|
-2%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$58.2M
|
+$1.51M
|
+16,172
|
+2%
|
|
|
4
|
Total Investment Management
Scottsdale,
Arizona
|
$46.4M
|
+$51.6M
|
+553,850
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$31.6M
|
-$2.36M
|
-25,391
|
-6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$25.5M
|
+$9.92M
|
+106,487
|
+54%
|
|
|
7
|
Affinity Wealth Management
Wilmington,
Delaware
|
$22.3M
|
+$24.8M
|
+265,912
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$21.1M
|
+$2.12M
|
+22,755
|
+10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.8M
|
+$2.29M
|
+24,563
|
+14%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.3M
|
-$7.13M
|
-76,578
|
-29%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.4M
|
-$1.74M
|
-18,690
|
-10%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$12.4M
|
-$396K
|
-4,249
|
-3%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.8M
|
+$26.3K
|
+282
|
+0.2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
+$777K
|
+8,341
|
+7%
|
|
|
15
|
Frisch Financial Group
Melville,
New York
|
$10.1M
|
+$300K
|
+3,223
|
+3%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.87M
|
-$814K
|
-8,745
|
-7%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$7.83M
|
+$1.08M
|
+11,633
|
+14%
|
|
|
18
|
|
$7.36M
|
+$5.96M
|
+64,023
|
+268%
|
|
|
19
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$6.7M
|
-$425K
|
-4,560
|
-5%
|
|
|
20
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$5.39M
|
-$49.5K
|
-531
|
-0.8%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$5.09M
|
+$1.67M
|
+17,964
|
+42%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.72M
|
+$920K
|
+9,876
|
+29%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.69M
|
+$336K
|
+3,613
|
+9%
|
|
|
24
|
NTV Asset Management
Charleston,
West Virginia
|
$3.67M
|
-$18.6K
|
-200
|
-0.5%
|
|
|
25
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$3.44M
|
+$3.45M
|
+37,095
|
+1,286%
|
|
